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Disclosery

Spire Wealth Management: GEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spire Wealth Management on GEV, newest first. How the timeline and the estimate are built.

Spire Wealth Management held 7,508 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,508 shares
    Change vs previous 13F +1,164 shares

    0.27% of the 13F portfolio, value $8,819,904.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,344 shares
    Change vs previous 13F +15 shares

    0.19% of the 13F portfolio, value $5,537,928.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,329 shares
    Change vs previous 13F -8,349 shares

    0.14% of the 13F portfolio, value $4,136,271.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,678 shares
    Change vs previous 13F +10,159 shares

    0.31% of the 13F portfolio, value $9,025,398.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,519 shares
    Change vs previous 13F +839 shares

    0.09% of the 13F portfolio, value $2,391,088.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,680 shares
    Change vs previous 13F +707 shares

    0.04% of the 13F portfolio, value $1,123,523.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,973 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $977,820.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).